Step 1: Create an Excel spreadsheet with the information to be imported The format of the spreadsheet should be as follows:  Use the following to copy/paste to your CSV file to create the template, or see below for template. NOTE: The first row n... Read More

 QuickBooks data in a business return Begin by reviewing the Tax-Line mapping associated with each account in the Business’ QuickBooks Chart of Accounts. The Program will enter the imported amounts on specific lines of the Income Statement,... Read More

The Locations section is used to manage where submission notifications will flow to.    Log in to Tax Mobile App with your username and password. (Credentials are provided by Metik via email.) Click on the Locations tab Enter... Read More

How to View Additional Uploads Step 1 log in to Taxmobileapp.com with your username and password. (provided by Metik). Step 2 Click on the ‘Additional Uploads’ tab. Step 3 Here you can see: Additional Upload Submission ID First name L... Read More

How to View and Check Settings for the Mobile App   Step 1 open the tax preparation software and log in.  Step 2 From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section    Step 3 Click th... Read More

Login Accounts Default Permissions... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... Read More

Preparers can be managed/created when at the Office level. Follow the instructions below to successfully create a preparer: To Add a Paid Preparer: Login to the 1040 Online Program with Office level access.  Click on Office Settings f... Read More

Here you will find a list of Knowledge Base Articles that are tax phase specific. Description Suggested Article Phase TIME For CHANGE Software System Requirements All Season Oct-April E-Filing Prior Year Tax Returns All Season Oct-April E... Read More

Creating a Restore File NOTE: Not all versions of the 1040 Software will have access to the following options. From the Main Office Software select Utility and Create Restore File. Enter the path that the restore file will be saved to. Ente... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE... Read More

 PRIVACY POLICY Central Site Important Information: Please read this carefully as we have made updates to our Privacy Policy. This Privacy Policy goes into effect September 2020.  At Central Site (“CPTS,” “us,” �... Read More

The business extension Form 7004 requires some minimal entries for transmission. EIN Business Name Officer/Partner Name Address Information Click Add Form button. In the All Forms & Worksheets list, locate Form 7004 and ... Read More

How to Add an External Document to The Document Archive in a Return From within the return Double click on Document Archive in the forms browser. In the "Archived Documents Listing" window, click on Import Document. On the "Documen... Read More

From the Work in Progress Summary click on the Utility menu. Select Retrieve Returns from the dropdown menu. Navigate to the location of the return file (.xf# or .xb#) and click Open. Select the return(s) to be retrieved by checking the box in... Read More

Symptoms During the verification of a return, the following fatal error populates preventing queueing of the return. Verify Error: 'ID Issuance Date Invalid'      Cause The bank application was created prior to the issuance... Read More

Importing a document The following steps provide how to import a document into a return: Open the return to import a document into, then go to the Document Archive. Once the Archived Documents Listing window opens, choose Import button. Browse to th... Read More

  Once logged in the software click on Mobile Application Retrieval Utility in the Work in Progress screen. To download the return, type the Submission ID (found in the notification email sent to email or the Mobile App backend) or SSN and cli... Read More

Note: Dec 1st is considered the START of the tax year. Log in the Taxmobileapp with your credentials. Click on the Taxpayers All the submissions made thru the mobile app will be shown on here. To view submissions individually click on the id The... Read More

Once taxpayer has submitted the additional documents thru the mobile app you will receive an email stating there was an additional files Submission containing the submission ID. Open your tax software program and click on Mobile App Retrieval. ... Read More

Listed below is the contact info for all partnering banks available to choose during enrollment. Important Note: Notify a lead if the partner advises they bank with Refundo. Santa Barbara Tax Products Group (TPG) Tax Pro Support: (800) 779-7228Tax... Read More

Symptoms While printing a form, the following message appears: ’Form Imported or Not Supported’      Cause This error may occur for several reasons: Bank Application This error occurs when trying to print the ban... Read More

Reconfiguring the TaxClient is often recommended when the TaxClient is not running as expected. Important Note: Launching the TaxClient after a reconfigure will prompt the Configure Client window. The USERID and TaxClient Password are needed to... Read More

S mode is designed for security and performance, exclusively running apps from the Microsoft Store. If you want to install an app that isn't available in the Microsoft Store, you'll need to switch out of S mode. Switching out of S mode... Read More

Social Security number (SSN) refers to a unique identifying number (9 digits) assigned to US citizens and other residents to track income and determine benefits. SSNs are issued by the Social Security Administration.    To be valid, the SSN mus... Read More

Use this article for questions related to the First-Time Homebuyer Credit.  Use the following IRS Link to locate details on the Taxpayers Account:IRS First-Time Homebuyer Account Lookup IRS Instructions for Form 5405:About Form 5405, Repayment of ... Read More

Symptoms While loading software the following error occurs. ’Unable to load module display/gdimenu.001’   Cause Unknown at this time.  Resolution #1 Reboot PC - Try this resolution first before using the other suggested met... Read More

Symptoms Importing a mobile return from Mobile application retrieval utility -or- Clicking Utility > Transfer Returns Online -or- Sending an email or text message from the software ’Unable to load module addons/httpcom.dll’ ... Read More

Log in to Tax Mobile App (Credentials are provided via email from Metik.) Click on Additional Uploads tab Right click file hyperlink and select Open link in new tab Right-click on the image from the new tab and select Save image as to save to ... Read More

How to View Imported Images Step 1 From within the imported return. Click on Document Archive under the attached Forms pane on the left. Step 2 Imported docs with appear in the archived documents listing window. Step 3 Double click any entry to ... Read More

When the preparer enters Refund Type 5 on Form 8879 The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund?? ... Read More

Symptoms When opening the program, the following message appears: ’xlink32.exe - System Error’ Resolution From the workstation Navigate to the install folder on the host machine (through network) Right click on application VC_r... Read More

Symptoms ... Read More

Important Note: Effective for TY2020 to current. Note: Requires appropriate access level. From the Work In Progress (WIP) screen. Click Setup. Select Wallet Setup. Read and Accept Terms and Conditions to continue with configur... Read More

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov.... Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

This article will work for Business Types 990, 1041, & 1120SImportant Note: It is recommended to print/save a copy before making changes to the tax return.  For amending the 1120 Business Type follow KB: 833 From within the Business ret... Read More

This walkthrough will work for Business Types 1120 ONLY For amending the 990, 1041, & 1120S Business Type See KB: 832 From within the Business return  Navigate to the Client Data Form Put a checkmark in the 'Amended return'... Read More

When additional documents are requested by the tax office, taxpayers can submit additional documents through the mobile app.   Taxpayer will open the mobile app and click on the Menu icon next to home Taxpayers will need to click on Send... Read More

In order for the preparer to electronically store their signature in 1040 Online, the user will need to capture their preparer signature for each designated preparer. Follow the instructions below to successfully capture the preparer signature: Metho... Read More

Logins can be created at the Office or Account level. An activation email will be sent for each login created. Follow the instructions below to successfully create a login at the Office level: Login to the 1040 Online Program. Click... Read More

Login to 1040 Online as a user with EFIN/Office or Office Manager access level. Click on the Profile menu toward the top-right of the page. Click on Wallet Setup. Read and Accept Terms and Conditions to continue with configurati... Read More

The Billing Setup function enables use of the Client Invoicing feature. This feature allows the ability to bill clients for tax preparation fees you set. This article will cover how to set and manage pricing, discounts and custom charges. Note: The... Read More

Symptoms: When importing a file to the Document Archived in 1040Online, the following error message appears:  ’Document size must be 5MB or less’ Cause: The file being imported is too large to store in the Document Archive. If the f... Read More

Control and View Remote PC using Chromebook... Read More

Follow the instructions below to successfully start a new return: Login to the 1040 Online Program. Select Tax Return from the Left Panel. Click the New Return + Button found on the right side of window. When the window pops up, input the Soc... Read More

NEW FOR 2023 - Configure Your TaxPass Mobile Site The TaxPass Mobile App is now the TaxPass Mobile Site. Taxpayers no longer need to download a mobile app to their device to access all the great features and benefits of TaxPass. Now, users can ac... Read More

Welcome to your new app!... Read More

Symptoms When opening an appointment from Today's Appointments, the program becomes unresponsive and does not connect to Outlook. Cause This occurs when Outlook synchronization fails due to Outlook not being installed.    Resolution C... Read More

IRS Rejection: The e-File Database indicates that Form 8962 or binary attachment with description containing ACA Explanation must be present in the return. RuleNumber: F8962-070 Possible reason for rejection: Taxpayers placed applications throug... Read More